XMLV vs ISCV overlap
XMLV and ISCV overlap 13.1% by weight, across 68 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XMLV: May 31, 2026, ISCV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XMLV | ISCV | Overlap |
|---|---|---|---|
| Reinsurance GROURGA | 1.03% | 0.48% | 0.48% |
| Crown Holdings ICCK | 1.05% | 0.42% | 0.42% |
| UNUM GroupUNM | 1.10% | 0.40% | 0.40% |
| RenaissancereRNR | 1.08% | 0.40% | 0.40% |
| Gaming and LeisuGLPI | 1.45% | 0.39% | 0.39% |
| Cullen/FrostCFR | 1.11% | 0.31% | 0.31% |
| Old Repub IntlORI | 1.08% | 0.31% | 0.31% |
| OGE Energy Corp.OGE | 1.68% | 0.31% | 0.31% |
| Southstate BankSSB | 1.01% | 0.31% | 0.31% |
| Omega HealthcareOHI | 1.36% | 0.29% | 0.29% |
| NNN REIT Inc.NNN | 1.60% | 0.29% | 0.29% |
| Prosperity BncshPB | 1.11% | 0.27% | 0.27% |
| Commerce BcshsCBSH | 1.22% | 0.26% | 0.26% |
| Lamar Advertis-aLAMR | 1.36% | 0.26% | 0.26% |
| UGI Corp.UGI | 1.26% | 0.25% | 0.25% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XMLV, SEC Form N-PORT, May 31, 2026; ISCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XMLV | ISCV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $64.3M | $5.8M |
| Morgan Stanley | $42.2M | $22.6M |
| LPL Financial LLC | $30.6M | $14.9M |
| UBS Group AG | $19.2M | $10.7M |
| Envestnet Asset Management Inc. | $15.0M | $10.4M |
| Bank of America Corp. | $6.8M | $15.3M |
| Royal Bank of Canada | $4.9M | $16.5M |
| Raymond James Financial Inc. | $12.0M | $8.6M |
| Cetera Investment Advisers | $7.5M | $8.0M |
| Commonwealth Equity Services, LLC | $10.6M | $4.0M |
| Ameriprise Financial Inc. | $11.5M | $3.1M |
| PNC Financial Services Group, Inc. | $13.3M | $69K |
| Wells Fargo & Company | $5.4M | $6.6M |
| Jones Financial Companies LLLP | $10.9M | $896K |
| Merit Financial Group, LLC | $10.1M | $827K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XMLV institutional holders, ISCV institutional holders.
Frequently asked questions
How much do XMLV and ISCV overlap?
13.1% by weight, with 68 holdings in common, using holdings for XMLV as of May 31, 2026 and ISCV as of July 31, 2026. The largest shared position is RGA.
Do institutions hold both XMLV and ISCV?
64 Form 13F filers report positions in both, out of 256 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.